BUSHONG FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUSHONG FAMILY FOUNDATION (EIN 45-3589756)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201421279349101487
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T21:26:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453589756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bushong Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | BUSH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | sarah bushong weeks | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,460,252 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$74,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,564,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,487 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $48,827 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,827 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $77 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,393 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,157 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$225,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $769,231 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,984 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,491,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,825,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,250,268 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,260,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,035,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,460,252 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,260,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,035,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,260,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,035,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,260,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,035,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,260,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$225,528 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,035,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,035,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,564,714 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,490,066 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,648 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $74,648 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,648 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,364,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.007448 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $1,637,842 | NetVlNoncharitableAssetsYr2Amt |
| Total Distribution | 0.007448 | TotalDistributionRt |
| Average Distribution | 0.003724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,405,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,532 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,664 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $229,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,532 | SubtotalAmt |
| Tax Based On Investment Income | $1,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,345 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,345 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,813 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $3,213 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Bushong-Weeks | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,093,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,488,238 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,488,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,405,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,532 | TotalTaxAmt |
| Distributable Before Adj | $268,764 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $268,764 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $268,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $229,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,532 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,550 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $229,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,550 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $268,764 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH BUSHONG-WEEKS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation Source | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL GRANT PROPOSAL AVAILABLE AT WWW.FSREQUESTS.COM/BUSHONG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOCUS FOR GIVING: ANIMALS, EDUCATION, ASYLUM AND REFUGEE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF METRO DENVER INC | |||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | N/A | PC | Educational Development Program | $10,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 1800 DIAGONAL RD STE 150 | ALEXANDRIA | VA | 22314 | N/A | PC | Service Dogs for Soldiers fund | $10,000 |
| COLORADO YOUTH FOR A CHANGE | |||||||
| 2931 W 25TH AVE APT 201 | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $15,000 |
| FRIENDS OF THE SOUND HORSES INC | |||||||
| 6614 CLAYTON RD 105 | ST LOUIS | MO | 63117 | N/A | PC | General & Unrestricted | $20,000 |
| GO FOR IT INSTITUTE | |||||||
| 7120 E ORCHARD RD STE 400 | CENTENNIAL | CO | 80111 | N/A | PC | The CASPER Project | $25,000 |
| HORSE CARE PROGRAM | |||||||
| PO BOX 733 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $20,000 |
| HUMANE SOCIETY OF THE PIKES PEAK REGION | |||||||
| 610 ABBOT LN | COLORADO SPGS | CO | 80905 | N/A | PC | Animal Search & Rescue Program | $25,157 |
| METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION | |||||||
| PO BOX 173362 | DENVER | CO | 80217 | N/A | PC | Access Center Foundation Fund | $10,000 |
| NOWZAD DOGS NFP | |||||||
| 100 WALNUT ST STE 415 | PEORIA | IL | 61602 | N/A | PC | General & Unrestricted | $20,000 |
| SALVATION ARMY | |||||||
| 455 E SPRING ST | LONG BEACH | CA | 90806 | N/A | PC | General & Unrestricted | $20,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758541 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,157 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$74,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,600 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC. | $128,445 | $133,600 |
| AMBEV SA | $107,460 | $110,250 |
| AMGEN INC | $110,758 | $114,080 |
| APPLE INC. | $202,398 | $280,510 |
| BLACKROCK INC | $149,759 | $189,882 |
| CHEVRON CORP | $124,990 | $137,401 |
| CLOROX CO | $111,771 | $120,588 |
| COCA-COLA CO | $181,285 | $214,812 |
| EMERSON ELECTRIC CO. | $117,606 | $126,324 |
| EXPRESS SCRIPTS HOLDING CO. | $195,777 | $210,720 |
| FREEPORT-MCMORAN COPPER & GOLD | $185,675 | $188,700 |
| GENERAL ELECTRIC CO | $116,155 | $182,195 |
| GOOGLE INC CL A | $192,465 | $336,213 |
| KAYNE ANDERSON MLP INV CO | $178,693 | $223,638 |
| MICROSOFT CORPORATION | $127,262 | $127,194 |
| NORDSTROM INC | $119,156 | $129,780 |
| PIMCO FUNDS TOTAL RETURN FUND | $750,000 | $720,312 |
| QUALCOMM INC | $160,200 | $185,625 |
| SANDISK CORP | $174,078 | $211,620 |
| SPDR GOLD SHARES | $457,380 | $348,360 |
| STANLEY BLACK & DECKER INC | $109,505 | $96,828 |
| TEMPLETON GLOBAL BOND FUND | $700,000 | $699,474 |
| VERIZON COMMUNICATIONS | $124,641 | $162,162 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,368 | $34,368 | |
| Bank Charges | $374 | $374 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $48,827 | Amt |
| Net Investment Income | $48,827 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $300 | |
| Foreign Tax Paid | $77 | $77 |
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